+398.6%
ZS vs PODD
+56.2%
+342.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.7% | +1.4% |
| 7D | -3.1% | -10.5% | +7.4% | +1.2% |
| 30D | -7.2% | -9.0% | +1.8% | -3.7% |
| 3M | +30.5% | -11.5% | +42.0% | +34.7% |
| 6M | +7.0% | -44.7% | +51.7% | +32.3% |
| YTD | -26.8% | -53.6% | +26.7% | -3.2% |
| 1Y | -42.6% | -61.0% | +18.4% | -19.2% |
| 3Y | -0.3% | -24.7% | +24.4% | -0.5% |
| 5Y | -39.2% | -55.5% | +16.3% | -26.6% |
| All | +398.6% | +56.2% | +342.4% | +211.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling